SumoQuote + Zoho CRM
Create new SumoQuote projects for every new Zoho CRM contact
Optimize your workflow and stay organized with every new contact at Zoho CRM by automatically creating a new project in SumoQuote. This simple automation saves you time, allowing you to quickly jump into project management instead of manual data entry. Stay focused on customer service and let this streamlined workflow handle your administrative tasks.
Optimize your workflow and stay organized with every new contact at Zoho CRM by automatically creating a new project in SumoQuote. This simple automation saves you time, allowing you to quickly jump into project management instead of manual data entry. Stay focused on customer service and let this streamlined workflow handle your administrative tasks.
- When this happens...New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Create Project
Creates a new SumoQuote Project
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It
